Steven E. Huntley

CHANDLER ASSET MANAGEMENT

San Diego, CA 92121

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CRD#: 5538004

Professional summary

Steven Eric Huntley, who also goes by Steve E Huntley, is a registered financial advisor currently at CHANDLER ASSET MANAGEMENT INC located in San Diego, California.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Steven has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steve E Huntley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Eric Huntley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 13, 2025 - Present

CHANDLER ASSET MANAGEMENT INC

Office #1: 9255 Towne Centre Drive Suite 600, San Diego, CA 92121

RIA

CRD#: 107287

San Diego, CA

Past

January 5, 2009 - September 16, 2009

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

VISALIA, CA

Past

October 17, 2008 - September 16, 2009

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

VISALIA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CHANDLER ASSET MANAGEMENT INC

CHANDLER ASSET MANAGEMENT INC | N/A

CRD#: 107287 / SEC#: 801-44378

RIA

Registered Investment Advisory firm - (7/22/1993 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(6/30/2025)

IAR

California
(5/13/2025)

IAR

Colorado
(5/13/2025)

IAR

Nevada
(5/13/2025)

IAR

Utah
(5/13/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/30/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 11/18/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/16/2008

General Securities Representative Examination

Current Firm

CHANDLER ASSET MANAGEMENT INC

CHANDLER ASSET MANAGEMENT INC | N/A

CRD#: 107287 / SEC#: 801-44378

RIA

Registered Investment Advisory firm - (7/22/1993 Approved)

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Contact information

Main Address

9255 Towne Centre Drive Suite 600, San Diego, CA 92121

Mailing Address

Phone number

(858) 546-3737

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHANDLER ADV PART 2 2025SEP08 (9/8/2025)

Regulatory assets under management

Total Number of Accounts	1,049
AUM (Assets Under Management)	$ 41,582,938,832

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Steven E. Huntley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Eric Huntley's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHANDLER ASSET MANAGEMENT INC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

Primary Firm SEC Registration

CHANDLER ASSET MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/30/2025

Series 66

Date: 11/18/2008

Series 7

Date: 10/16/2008

Current Firm

CHANDLER ASSET MANAGEMENT INC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHANDLER ASSET MANAGEMENT INC

TRUST BUT VERIFY

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